Jupiter Asset Management
Interim Client Operations Oversight Analyst (12 month FTC)
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Interim Client Operations Oversight Analyst (12 month FTC)
FTC Client Operations Oversight – Transfer Agency (12 Months)
About Jupiter
Jupiter is one of the UK’s leading investment management companies with just under 500 employees and £54 billion worth of assets under management (as at 31st December 2025).
Jupiter provides investment services to individuals and institutions via:
- Mutual funds (UK unit trusts, Luxembourg SICAVs, and Dublin OEICs)
- Separately managed accounts
- Sub-advised funds
The company has expanded internationally, with offices operating in EMEA and APAC. The London office, near Victoria station, features:
- Stair-free access from the Underground (Victoria line) and National Rail
- Floor-to-ceiling windows for natural light and private balconies
- On-site amenities including a table tennis room, cycle storage, and showers/lockers
- Proximity to Green Park and St James' Park for outdoor breaks
Jupiter offers a 3:2 hybrid working arrangement for UK employees:
- Work from the office Tuesdays, Thursdays, and a third day of choice
- Remaining two days can be worked remotely
- Balances collaboration and productivity while supporting a healthy work/life balance
About the Role
This Fixed-Term Contract (FTC) role (12 months) falls under Client Operations Oversight, part of Client Operations. The focus is on:
- Overseeing outsourced services alongside retaining certain in-house processes
- Ensuring robust controls align with risk, regulatory obligations, and commercial objectives
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Key Responsibilities
Transfer Agency (TA) Oversight
- Complete TA functions across the UK, Ireland, and Luxembourg, ensuring:
- Remedial action is taken where breaches occur
- Supplier oversight is effective (including first-line monitoring, ad-hoc reviews, analysis of breaches, and complaints)
- Review and update relevant transfer agency procedures
Operational & Compliance Monitoring
- Coordinate internal error reporting, with process improvement recommendations
- Review TA referral KPIs, identifying trends for enhancement
- Lead dormant assets management:
- Ensure repatriation of funds when client contact is lost through available tools
- Oversee CASS (Cash Aggregation Service Scheme) activities for the TA function, reporting concerns to the CASS Oversight Manager
Supplier Coordination & Reporting
- Facilitate monthly operational service review meetings with TA providers, documenting minutes and actions
- Maintain supplier issues logs, ensuring timely resolution of issues
- Conduct monthly oversight of TA-produced rebate accrual and payment files, verifying alignment with expectations
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Rebate Handling
- Manage internal and external rebate queries in a timely manner
Desired Skills & Experience
Essential
- Proven experience in financial services customer services administration
- Strong ability to manage client, internal, and supplier relationships
- Expertise in working under tight, pressurised deadlines
- Analytical skills, including identifying data trends and inefficiencies
- Technical competence with TA systems, unit trusts, ICVCs, and SICAVs
- Knowledge of -onshore and offshore investment products, regulatory environments, including:
- CASS (Cash Aggregation Service Scheme)
- AML (Anti-Money Laundering) and KYC (Know Your Customer)
- Ability to solve problems proactively and suggest process/service improvements
- Excellent written and verbal communication, with flexibility and teamwork as core traits
- Intermediate proficiency in Microsoft Word and Excel
- Capacity to manage stakeholder expectations
Additional Notes
- Subject to FCA Conduct Rules
- Diverse and inclusive workplace—applications welcomed regardless of alignment with all stated requirements
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